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How can I invite employees and admins?
How can I invite employees and admins?
Danielle Duncan avatar
Written by Danielle Duncan
Updated over 5 months ago

Ready to invite your employees?

Inviting Employees for the First Time When Starting Your Flex Plan

Go to 'Users' in the left navigation column and click 'Invite Users'.

Want to invite specific employees?

Select these employees and click 'Invite X Selected'.

Want to invite all employees?

Click the 'Invite All Users' button.

Want to re-invite specific employees?

Change the status to "invited" and select the employee(s) in question.

Click the "Invite 1 Employee(s)" button.

Want to invite admins?

Follow the exact same steps, but don't forget to change the role from 'employee' to 'admin' in the user overview.

2. Inviting Employees at a Later Time or During the Relaunch of Your Flex Plan

⚠️ It is important to follow these steps in the exact order provided.

Go to 'Users' in the left navigation column and click 'Invite Users'.

Change the status to 'Invited'. You will now see an overview of all employees who have been invited in the past.

You can then choose to select specific employees to be invited, or invite all employees at once by clicking 'Invite All Users'.

Next, we repeat these steps for employees who have never been invited.

Go back to 'Users' in the left navigation column and click 'Invite Users'.

The status is automatically set to 'Not Invited'.

Again, you can choose to select specific employees to be invited, or invite all employees at once by clicking 'Invite All Users'.

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